Retail Personal Banker Associate I- Norton Office

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer focus","Risk awareness","Professional communication","Ethical behavior"]

Use a consultative sales approach and Financial Needs Assessment to build customer profiles, identify needs, and recommend retail and small business solutions. Proactively reach out using CAMP and approved marketing tools to set appointments, cross-sell to existing households, and engage in outside sales activities. Establish referral partnerships with mortgage, small business, commercial, and investment business partners, process teller transactions, and support retail loan and bankcard processes while maintaining risk, confidentiality, and customer experience standards.

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FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Retail Personal Banker Associate I- Norton Office

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Use a consultative sales approach and Financial Needs Assessment to build customer profiles, identify needs, and recommend retail and small business solutions. Proactively reach out using CAMP and approved marketing tools to set appointments, cross-sell to existing households, and engage in outside sales activities. Establish referral partnerships with mortgage, small business, commercial, and investment business partners, process teller transactions, and support retail loan and bankcard processes while maintaining risk, confidentiality, and customer experience standards.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Recommend appropriate retail consumer and small business products/services using the company value proposition.
  • •Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and participate in outside sales activities, including community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processes, owning sourced loans from application through closing.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Ability to develop comfort with sales activities to acquire new customers and/or cross-sell to established customers.
  • •Understanding of advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration through NMLS is required at the time of employment.
Experience:Financial industry
Skills:Consultative salesCustomer focusRisk awarenessProfessional communicationEthical behavior
Licenses:NMLS
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSMU4R

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
Glassdoor
Glassdoor: 3.7
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